free download:
sales pipeline template


Behind every successful business, like yours, is a proven, practiced sales process in place, you can close deals faster, while ensuring a home-run customer experience, every single time.

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with this easy-to-use, collaborative worksheet, you and your team can define your sales process.

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Convert your sales process into repeatable deal stages

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Focus your efforts on the tasks that move deals forward

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Create accurate forecasts to improve your process over time

You may have a good idea of what your sales process looks like. But if your process is open to interpretation you'll wind up:

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trying to re-invent your sales process with every opportunity

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losing promising leads to unforeseen roadblocks

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struggling to brief new hires

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wasting time and resources on manual processes

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not closing as many deals as you had hoped

download the template